Overview

Joel advises investment fund sponsors on the federal income tax matters relevant to all aspects of their business. His practice includes advising clients on fund formation and structuring, sponsor liquidity and minority investment transactions, fund- and sponsor-level tax considerations arising from investments, mergers, and acquisitions, and sponsor-level economic and tax planning and structuring.

Joel has substantial experience advising on GP-led fund restructurings and continuation fund transactions, including as the lead tax partner for Clearlake Capital Partners’ Icon I - Icon V transactions, two of which, Icon I and Icon IV, were recognized by Private Equity International as the Secondaries Deal of the Year for the Americas for 2020 and 2021, respectively.

Joel has experience advising sponsors and investors on the tax considerations relevant to a wide variety of asset strategies, including private equity, venture capital, hedge funds, secondaries, real estate, crypto, energy, credit, distressed and special situations. He has advised asset managers with less than $100 million AUM to over $80 billion in AUM.

Joel previously worked as a tax counsel at a major U.S. multinational company.

More

Thought Leadership

Seminars

Panelist, “Section 1061: Clearing the Three-Year Hurdle,” American Bar Associate Tax Section Virtual 2020 Fall Tax Meeting.

Panelist, “U.S. Shareholder Basis in Foreign Corporations Post-Tax Reform,” American Bar Association Tax Section, 2019 Mid-Year Meeting.

Publications

Changing Landscape for Management Fee Waiver Arrangements of Rivate Sponsors: Proposed Regulations on Disguised Payments for Services Pose Problems (February, 2016) - Taxation and Regulation of Financial Institutions (co-authored with Dan Meehan).

Case Comment, Cuomo v. Clearinghouse Association, Harvard Law Review, Vol. 122 (2009).

The strong metric dimension of graphs and digraphs, Discrete Applied Mathematics, Vol. 155(3) (2007) (co-authored with Ortrud Oellermann).

The Metric Dimension of Cartesian Products of Graphs, Utilitas Mathematica Vol. 69 (2006) (co-authored with Otrud Oellermann).

Recognition

The Legal 500 United States, International Tax, 2020

Credentials

Admissions & Qualifications

  • California
  • Illinois
  • Minnesota

Education

  • Harvard Law SchoolJ.D.magna cum laude2010
    Harvard Law Review
  • University of TorontoM.Sc., Mathematics2007
  • University of WinnipegB.Sc., MathematicsHons2006
    Governor General's Silver Medal (graduated first in class)